Ah, you just answered my question!! Since I was setting up the account with downloaded transactions that went back BEFORE I started using Moneywell, the software was not calculating those older transactions in the bucket total. Mystery solved.
And now for a RELATED QUESTION.... after using Moneywell primarily for my checking account and cash, I am now trying to add other accounts such as savings and investment accounts. What kind of bucket should I use for these types of accounts that do not have very many outflows? Should I use income buckets for both savings and investment accounts? Or should I use expense buckets? Could there be multiple income buckets for a savings account? For example, let's say I am saving to buy a home and also for my kids college education. Could I have an income bucket "Savings-Education" and another one "Savings-House"? Bryan On Oct 27, 2:33 pm, Kevin Hoctor <[EMAIL PROTECTED]> wrote: > Brian, > > Sorry if I've confused you. Bucket totals are used to show how much > money you have to spend or allocate right now. They work like > envelopes in the old manual method of cash flow management. > > This means that if you just started using MoneyWell, it will start to > track your spending as of the first of this month and any transactions > prior to October won't show up in the current bucket total. Check out > our video tutorials (http://nothirst.com/tutorials/) for a better > explanation. > > Peace, > > Kevin Hoctor > No Thirst Software LLChttp://nothirst.com > > Sent from my iPhone > > On Oct 27, 2008, at 1:07 PM, Bryan <[EMAIL PROTECTED]> wrote: > > > > > There are 37 transactions from february of 2006 up to the current > > date. All of them are in the same bucket. Why wouldn't my current > > month total just be the same as the account total. There is no > > transaction out of the bucket at all. > > > How can the amount in a bucket be spread across multiple months? You > > lost me on that question. > > > Bryan > > > On Oct 27, 1:31 pm, Kevin Hoctor <[EMAIL PROTECTED]> wrote: > >> Hi Brian, > > >> Then what you are probably seeing is the difference between an > >> account > >> total, which is from the first transaction to the last transaction, > >> and a bucket total, which only shows you how much you have for the > >> current month. Is it possible that the amount in your bucket is > >> spread > >> across multiple months? > > >> Peace, > > >> Kevin Hoctor > >> [EMAIL PROTECTED] > >> No Thirst Software LLChttp://nothirst.comhttp:// > >> kevinhoctor.blogspot.com > > >> On Oct 27, 2008, at 12:26 PM, Bryan wrote: > > >>> Hi Kevin, > >>> No, this is 1.3.10 (155). > > >>> On Oct 27, 6:53 am, Kevin Hoctor <[EMAIL PROTECTED]> wrote: > >>>> Brian, > > >>>> Is this a problem with 1.4? If so, please use the beta list so the > >>>> user forum is not overloaded with messages. > > >>>> There are some refresh issues in the latest build of 1.4. > > >>>> Peace, > > >>>> Kevin Hoctor > >>>> No Thirst Software LLChttp://nothirst.com > > >>>> Sent from my iPhone > > >>>> On Oct 26, 2008, at 11:20 PM, Bryan <[EMAIL PROTECTED]> wrote: > > >>>>> I decided to add a Savings Account to Moneywell and downloaded all > >>>>> available transactions from the account's website. Since I was > >>>>> downloading all transactions since I opened the account, I > >>>>> thought I > >>>>> would just start the account in Moneywell with a zero balance. > >>>>> That > >>>>> didn't work however, and my total in Moneywell was several > >>>>> thousand > >>>>> short of what the total was on the internet banking site. > > >>>>> So, I thought, the download from the bank must be lacking the > >>>>> initial > >>>>> setup deposit. When I looked at how much Moneywell was short, it > >>>>> seemed to be the same amount that I had opened the savings account > >>>>> with (I can't remember now exactly how much it was. It was > >>>>> several > >>>>> years ago. > > >>>>> so, when I put that amount in as a starting balance, it brought > >>>>> Moneywell's total in line with my banks total. > > >>>>> Now here is the strange part. When I imported the transactions > >>>>> for > >>>>> the new account, there were 37 transactions, all of them deposits > >>>>> and > >>>>> interest payments. I used "select all" to select all of these > >>>>> payments and then marked them all as the same bucket (an income > >>>>> bucket > >>>>> called "bank name savings") The strange thing is that the total > >>>>> in > >>>>> this bucket does not match the total showing for the account, but > >>>>> every transaction is marked with the same bucket! I double > >>>>> checked > >>>>> and all 37 transactions are deposit transactions. > > >>>>> Any idea what might be happening here? > > >>>>> Bryan --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "No Thirst Software User Forum" group. To post to this group, send email to [email protected] To unsubscribe from this group, send email to [EMAIL PROTECTED] For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
